Equity Analyst Jobs
A Equity Analyst plays a critical role in the finance industry by providing expert evaluations on a company's financial health and stability. This individual is primarily responsible for researching and analyzing financial data, forecasting business, industry, and economic conditions, preparing and presenting investment recommendations, and monitoring and interpreting available data such as company financial statements, industry, sector, and market data. Their insightful analyses and recommendations can guide investment decisions and strategies for businesses, investors, and individuals.
Important skills for an Equity Analyst include strong numerical competencies, analytical thinking, attention to detail, knowledge of financial markets and investment strategies, and excellent communication skills. Industry certifications such as the Chartered Financial Analyst (CFA) designation, Financial Risk Manager (FRM) designation, or a Master's Degree in Finance can significantly enhance an individual's credibility in the field. Prior to becoming an Equity Analyst, one might have roles such as Financial Analyst, Investment Analyst, or Research Associate within the finance or business sectors.
philosophy Build out industry knowledge including industry dynamics, competitors, technology disruption risks, and material ESG issues Prepare financial models Participate in research calls, virtual...
The Equity Analyst will work directly with co-founders Avery Sheffield and Dan Rosenthal as well as their team of Equity Analysts....
Asset Management Investment Research Analyst - CFA, CAIA
- Birmingham, AL
- 21 hours ago
- Birmingham, AL
- 21 hours ago
or a related field Preferences Master's degree in Business Administration and/or CFA Charter CAIA, CMT, FRM PitchBook Quantitative acumen Skills and Competencies Experience using Bloomberg and/or Factset...
Overview As a Summer Analyst on Susquehanna's Equity Research team, you will be partnered with our senior analysts and traders to assist in identifying investment opportunities in the equity and options...
Developing research materials and presenting to a variety of committees on topics related to various asset classes, investment vehicles, and economic and capital market conditions....
Northmarq is seeking an Senior Debt and Equity Analyst in their Dallas, TX office to join an active and top performing multifamily team....
2026 Truist Securities - Equity Research Analyst Program
- New York, NY
- 1 day ago
- New York, NY
- 1 day ago
Equity Research Equity Research is recommended for individuals with an interest in capital markets....
Equity Research Analyst/ Associate- Life Science & Diagnostic Tools
- New York, NY
- 2 days ago
- New York, NY
- 2 days ago
Equity Research Analyst/ Associate- Life Science & Diagnostic Tools Bank of America - 3.8 New York, NY Job Details Full-time $70,000 - $175,000 a year 1 hour ago Qualifications Financial modeling Writing...
Global Investment Banking, Winter 2026 Analyst (Equity Capital Markets)
- Toronto, ON
- 3 days ago
- Toronto, ON
- 3 days ago
Expected End Date 2026-04-24 Job Location Toronto-161 Bay St., 5th Employment Type Temporary (Fixed Term) Weekly Hours 37.5 Skills Equities Trading, Equity Capital Markets, Equity Markets, Equity Trading...
Senior Equity Analyst Join our firm! Our firm values your skills, your growth is encouraged, and your work truly makes a difference!...
Responsible for taking out bond and loan calculations from large legal documents, and uploading them into an Access-like database. This role manages large loan portfolios which includes managing...
Internship Baird Trust Equity Research Analyst (Summer 2026)
- Louisville, KY
- 7 days ago
- Louisville, KY
- 7 days ago
They will also have the opportunity to get an inside look into the job of an equity research analyst on Baird Trusts two proprietary equity strategies. Learn more about the team here....
modeling and projections in support of decision-making activities of loan underwriting, origination and structuring for Middle Market and Mid-Corporate sized healthcare companies. loan structuring...
Overview We are seeking analysts to join our 2026 Equity Analyst Class....
Analyst/Associate Portfolio Manager Analyst/Associate Portfolio Manager
- Princeton, NJ
- 8 days ago
- Princeton, NJ
- 8 days ago
Obtain a robust understanding of internal workflows and the full lifecycle of equity, fixed income, and mutual fund trades across all SMA distribution channels....
Equity Analyst Online Courses and Training Opportunities
Salary for Equity Analyst Jobs Nationwide
Required or preferred licenses and certifications for Equity Analyst positions.
Highest Education Level
Equity Analysts offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Equity Analyst position
- Equity Research
- FactSet
- Treasury
- Financial Statement Analysis
- Mutual Funds
- Equities
- Derivatives
- Financial Statements
- Financial Modeling
- Hedge Funds
- Balance Sheets
- Investment Analysis
- Corporate Finance
- Fixed Income
- Commercial Real Estate
- Capital Markets
- Valuation
- Investment Banking
- Investment Management
- Financial Analysis
- Financial Services
- Private Equity
- Quantitative Analysis
- Underwriting
- Portfolio Management
- Budget Forecasting
- Due Diligence
- Asset Management
- Modeling
- Acquisitions
- Finance
- Reimbursement
- Statistics
- Strategy Development
- Accounting
- Decision Making
- Math
- Written Communication
- Presentation
- Data Analysis
- Verbal Communication
- Reporting
- Collaboration
- Flexibility
- Critical Thinking
- Bachelor's Degree
- Microsoft PowerPoint
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Equity Analyst Related Career Advice Articles
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »